IC.04: Activity Reports - Period-End

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Business Benefits

At the end of a month/Period, you will want to see all the transactions (Shipments, Receipts, Adjustments, In-Transit Receipts) that have occurred during the month for each Product (or Lot, if applicable).

Note: For related documentation and workflows, see IC - Inventory Control.

Usage

Use this job to:

Print a month-to-date Inventory Movement Report for specified Customers.

Remove "old" transactions from the file (if Field 14 (Lot History Retention) of program CR.18 [Client Arrangements] is set up for month-to-date Lot history retention, all transactions for the Period specified in Field 15 (Inventory Report Dates) of CR.18 will be removed; for life-to-date Customers, transactions will not be cleared).

If the Client has an additional reporting quantity set up in Field 16 (Additional Reporting SKU) of program CR.18 [Client Arrangements], the report will print all quantities by the calculation set up in Field 40 (SKUs Per Unit of Charge) of program CR.62 [Client's Inventory Products] (e.g., Cases and Pallets).

Preconditions

This report should be printed at month/Period-end.

The default for removing monthly Lot transactions is set in Field 21 of program WP.90 [Client Definitions].

The actual value is set up in Field 14 (Lot History Retention) of program CR.18 [Client Arrangements].

Multiple Unit reporting is determined by Field 15 of program WP.90.

Subsequent Actions

The Turns System will be updated once this program is run.

Program Fields and Functions

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